How to assign a single course to a profile

How to Assign a Course to a Profile in KMx

Assigning an individual course to a profile can be done by following a series of steps within KMx.


1. Introduction

This tutorial guides you through the process of adding a course assignment to a profile.
Introduction

2. Access People Section

Click on people.
Access People Section

3. Select Search for Member

From the Personnel and Companies dropdown, select Search for Member.
Select Search for Member

4. Proceed to Next Step

Click Next.
Proceed to Next Step

5. Open Member Search

Click the Search button.
Open Member Search

6. Search Options

You can search by member name, username, member email, or the directory services ID.
Search Options

7. Select Member Name Field

Click Member Name.
Select Member Name Field

8. Search Text Box

Enter the First or Last name of the profile in the space provided
Search Text Box

9. Enter Search Term

Enter Search Term

10. Submit Search

Click Submit.
Submit Search

11. Select Profile

Locate the profile you wish to add the course to and click Select.
Select Profile

12. Access Enrollment Section

Once the profile appears, scroll down to the Enrollment and Certification area.
Access Enrollment Section

13. Open Member Enrollment Review

Click on the Review Member Enrollment button.
Open Member Enrollment Review

14. Review Course List

This is the current list of courses assigned to this profile.
Review Course List

15. Add New Course

Click the Add button to add a new course enrollment.
Add New Course

16. Open Course Dropdown

Select the course you wish to assign from the Course dropdown.
Open Course Dropdown

17. Return to Enrollment List

Click Return.
Return to Enrollment List

18. Confirm Course Availability

The course you selected is now available on the list. Verify that the course appears in the enrollment list. Click Done.
Confirm Course Availability

19. Finalize Assignment

Scroll down to the bottom and click Done again.
Finalize Assignment
You have successfully assigned an individual course to a profile within KMx.